+980.0%
SMCI vs AGI
+400.3%
+579.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +7.1% |
| 7D | +1.3% | -2.7% | +4.0% | +2.1% |
| 30D | +6.6% | +7.2% | -0.6% | +4.4% |
| 3M | +25.4% | +4.3% | +21.2% | +22.3% |
| 6M | +26.1% | -27.1% | +53.2% | +35.4% |
| YTD | +37.0% | -6.6% | +43.6% | +39.6% |
| 1Y | -8.8% | +9.5% | -18.3% | -9.8% |
| 3Y | +44.6% | +208.4% | -163.8% | +18.8% |
| All | +980.0% | +400.3% | +579.7% | +751.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling